Here's how you can effectively monitor and control projects in Financial Services.

To effectively monitor and control projects in Financial Services, define clear objectives and scope, and develop a detailed project plan with timelines, resources, and risk management strategies. Use project management tools to track progress with key metrics such as CPI and SPI. Implement robust risk management, including regular assessments and mitigation plans. Maintain effective stakeholder communication and budget control. Ensure quality assurance and manage changes with a structured process. Conduct post-project evaluations to apply lessons learned and stay compliant with regulatory requirements.

La experiencia es producto de un alto grado de deseo de aprender, la formación academica no basta, no todo esta dicho en las aulas. El percibir, ver, tocar, escuchar, hacer y equivocarse, son los componentes que a la postre construiran tu "experiencia"; que, cuidado, no es lo mismo que experticia; ésta última llegará cuando hayas superado tus 10.000 horas en la curva de aprendizaje y sigas incorporando información clave a tu hacer; asi no sea de tu especialidad o profesión de base. Por último, nada ganas si estas muy formado, si has vivido muchas situaciones y te has apropiado del conocimiento, si no le inyectas una alta carga de humildad y paciencia, siempre habrá quien sepa mas que tu, siempre habrá algo que aprender, saludos cordiales.

Do mesmo jeito, também contribuem de formas a não desfocarmos dos objetivos estabelecidos. Previnem-nos de gastos ou esforços desnecessários, não ligados ao que realmente importa. Por último as metas determinam de forma cronometrada uma perspectiva de tempo que deve ser bem aproveitada e gerenciada.

We need to work back from the target dates mentioned in the timeline. This will help us to fasttrack the project and its completion.

Resources are the initial and foremost thing which needs to be procured and managed even before the site mobilisation. This will successfully impact the goals.

Tambien se deben indentificar los riesgos para tambien incluirlos dentro de la planificacion, ya que te permitira tener un mejor pronostico y evitar los posibles impactos

O planejamento é a base fundamental de qualquer projeto, garante a definição exata dos meios e recursos necessários para o início e finalização dos projetos.

Conduct regular project status meetings to review progress, address issues, and make necessary adjustments. Produce detailed status reports that highlight accomplishments, upcoming tasks, risks, and mitigation strategies.

"You can't track what you don't measure", thus, it is crucial to define Key Performance Indicators (KPIs) that align with your organization's goals. KPIs help gauge progress, identify issues early, and make informed decisions. Regularly review progress reports to compare actual performance against planned objectives. Address discrepancies promptly to keep projects on course. Lastly, it also important to remember, "garbage in, garbage out." High data integrity is vital. Establish clear guidelines for data collection, ensuring accuracy and consistency. Accurate data enables meaningful KPI evaluation, enhancing project insights and decision-making, driving continuous improvement and overall success.

O acompanhamento interliga-se a gestão de projetos, desde a criação, implementação do projeto em tempo real analisando criteriosamente o progresso, garantindo a perfeita finalização superando dificuldades que vão surgindo no decorrer do progresso.

Project management and finance are completely different functions and have opposing goals. PM requires information fast, accuracy is of secondary importance; close enough is good enough. Finance requires information absolutely accurate; timeliness is of secondary importance. And that is where a lot of companies go wrong. They insist that the actual costs reported by project management and finance or accounting must be the same. To make that happen, project management needs to await Accounting's process to complete and that can take weeks. By that time the actual costs are no longer relevant; the point for making decisions based on that information has long passed into history. I have developed a process that satisfies both functions.

Identify potential risks early and develop risk mitigation plans. Monitor risks continuously and update mitigation strategies as needed.

Maintain transparent and regular communication with stakeholders, including project sponsors, team members, and clients. Use communication platforms for real-time updates and feedback.